City Center Advisors LLC’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

City Center Advisors LLC’s Portfolio FTA Stock Details FTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,993	Closed	-$535K	–	165
2024 Q4	$535K	Sell	6,993 -6,787	-49%	-$540K	0.6%	42
2024 Q3	$1.09M	Sell	13,780 -7,092	-34%	-$542K	1.21%	13
2024 Q2	$1.59M	Hold	20,872	–	–	1.88%	5
2024 Q1	$1.59M	Buy	+20,872	New	+$1.5M	1.88%	5

Other funds holding FTA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

City Center Advisors LLC's FTA Position: Q1 2025 in Review

City Center Advisors LLC sold out of First Trust Large Cap Value AlphaDEX Fund (FTA) in Q1 2025, closing a stake of 6,993 shares — an estimated $535K sold.

City Center Advisors LLC first reported a position in FTA in Q1 2024 and held it in 4 quarters. The position peaked at $1.59M in Q2 2024. 197 funds tracked by Wall St. Rank hold FTA as of Q1 2025.

City Center Advisors LLC reported no remaining First Trust Large Cap Value AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
City Center Advisors LLC sold 6,993 First Trust Large Cap Value AlphaDEX Fund shares in Q1 2025, an estimated $535K.
City Center Advisors LLC first reported a position in First Trust Large Cap Value AlphaDEX Fund in Q1 2024 and held it in 4 quarters.
City Center Advisors LLC's First Trust Large Cap Value AlphaDEX Fund position peaked at $1.59M in Q2 2024.
197 funds tracked by Wall St. Rank held First Trust Large Cap Value AlphaDEX Fund as of Q1 2025.

Based on City Center Advisors LLC's 13F filing for Q1 2025, filed 14 Apr 2025.